Position in IQV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,832,112
+$158,945 QoQ
Shares Held
9,482
-3.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#427
of 1,082 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $89,957,086 across 17 Diagnostics & Research names. IQV ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LH |
Labcorp Holdings Inc.
|
127,231 | $35,624,680 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
14,810 | $7,425,141 | |
| 3 | WAT |
Waters Corp /De/
|
19,624 | $7,359,784 | |
| 4 | DGX |
Quest Diagnostics Inc
|
33,797 | $7,163,274 | |
| 5 | RDNT |
RadNet, Inc.
|
115,120 | $7,099,450 | |
| 6 | A |
Agilent Technologies, Inc.
|
48,278 | $6,412,766 | |
| 7 | RVTY |
Revvity, Inc.
|
44,766 | $4,980,665 | |
| 8 | DHR |
Danaher Corp /De/
|
23,461 | $4,468,851 |
All Filings in IQV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,832,112 | 9,482 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,673,167 | 9,811 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,891,189 | 8,390 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,215,805 | 6,401 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $922,689 | 5,855 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,099,054 | 6,234 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $16,762,106 | 85,299 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $17,785,546 | 75,054 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $13,507,632 | 63,884 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $13,586,009 | 53,723 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $13,334,660 | 57,631 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $394,287 | 2,004 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $442,122 | 1,967 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $317,030 | 1,594 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $312,457 | 1,525 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||